SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.18%
16,933
+1,850
77
$2.32M 0.17%
29,052
+143
78
$2.25M 0.17%
14,721
+1,806
79
$2.24M 0.17%
17,618
-1,914
80
$2.17M 0.16%
77,519
-23,823
81
$2.17M 0.16%
32,069
-4,075
82
$2.09M 0.16%
10,806
+299
83
$2.05M 0.15%
200,571
-22,798
84
$2M 0.15%
23,878
+8,021
85
$1.95M 0.15%
43,568
-152
86
$1.93M 0.14%
16,794
+1,218
87
$1.93M 0.14%
18,678
+311
88
$1.92M 0.14%
15,453
+806
89
$1.9M 0.14%
22,529
+207
90
$1.82M 0.14%
33,540
+4,940
91
$1.8M 0.13%
6,788
+1,346
92
$1.77M 0.13%
10,175
+337
93
$1.73M 0.13%
26,248
-9,339
94
$1.72M 0.13%
15,970
+9,176
95
$1.68M 0.12%
104,628
-4,398
96
$1.66M 0.12%
159,312
-2,808
97
$1.61M 0.12%
109,848
-8,975
98
$1.57M 0.12%
20,100
+769
99
$1.53M 0.11%
29,054
+683
100
$1.49M 0.11%
58,774
-3,846
2 3
4
5 6